Playbook View Section

Blueprint to generate a view for a Quote Proposal or an Approval Email.

API Name	Label	Description
Allow_Mid_Section_Page_Break__c	Allow Mid-Section Page Break	If true, the section may appear split between the bottom of one page and the top of the next. If false, all attempts to keep the section on the same page are made
Answer_Table_Questions__c	Answer Table Questions	Semicolon delimited list of Question Variable Names to display in answer table section
Approval_Base_Email_Section__c	Approval Base Email Section	If true, the section is defined as an email section to appear on all approvals on the playbook and will NOT appear in the proposal.
Approval_Emails_Where_Included__c	Approval Email(s) Where Included	If an Approval Base Email Section or linked directly to a Playbook Approval, Approval Email Types in which this section should be included.
Body_Text_Block_1__c	Body (Column 1)	Text for the first column of text or header of table where applicable. Quote Question Answers can be piped directly into text with the following format: {%QuestionVariableName%}. For Approval Email Sections, the following approval information can be piped in: {%Approval.approver%}, {%Approval.submitter%}, {%Approval.status%}, {%Approval.labels%}, {%Approval.reasons%}, {%Approval.notes%}, {%Approval.quote%}, {%Approval.quoteApprovalNotes%}, {%Approval.opportunity%}, and {%Approval.account%}.
Body_Text_Block_2__c	Body (Column 2)	Text for the second column of text where applicable. Quote Question Answers can be piped directly into text with the following format: {%QuestionVariableName%}. For Approval Email Sections, the following approval information can be piped in: {%Approval.approver%}, {%Approval.submitter%}, {%Approval.status%}, {%Approval.labels%}, {%Approval.reasons%}, {%Approval.notes%}, {%Approval.quote%}, {%Approval.quoteApprovalNotes%}, {%Approval.opportunity%}, and {%Approval.account%}.
Body_Text_Block_3__c	Body (Column 3)	Text for the third column of text where applicable. Quote Question Answers can be piped directly into text with the following format: {%QuestionVariableName%}. For Approval Email Sections, the following approval information can be piped in: {%Approval.approver%}, {%Approval.submitter%}, {%Approval.status%}, {%Approval.labels%}, {%Approval.reasons%}, {%Approval.notes%}, {%Approval.quote%}, {%Approval.quoteApprovalNotes%}, {%Approval.opportunity%}, and {%Approval.account%}.
Display_Order__c	Display Order	Order in which section should be displayed in its email or proposal. Lower numbers appear first.
Force_Page_Break_After__c	Force Page Break After	Determines if the next section after should be placed at the top of a new page
Force_Page_Break_Before__c	Force Page Break Before	Determines if this section should be placed at the top of a new page
Image_Link_Path__c	Image Link	Link to image to display for 'Image' section types.
Image_Width__c	Image Width	CSS Width Size to apply to the image (input the number with '%' or other CSS parameter appended). If null, the image will default to '100%'
Inputs_Column_1__c	Inputs (Column 1)	Semi-colon delimited list of Input labels for the first column in the User Input section
Inputs_Column_2__c	Inputs (Column 2)	Semi-colon delimited list of Input labels for the second column in the User Input section
Inputs_Column_3__c	Inputs (Column 3)	Semi-colon delimited list of Input labels for the third column in the User Input section
Inputs_Font_Color__c	Inputs Font Color	CSS Font Color for Inputs
Inputs_Font_Size__c	Inputs Font Size	CSS Font Size for Inputs (input the number with 'px' or other CSS parameter appended)
Inverse_Scenario__c	Inverse Scenario	If true, the linked scenario must NOT be met in order for the section to appear.
IsActive__c	Is Active	Determines if section is active and should be pulled in for evaluation of Proposal PDF or Approval Email
Margin_Bottom__c	Margin Bottom	CSS Margin Size to apply below the section (input the number with 'px' or other CSS parameter appended)
Margin_Left__c	Margin Left	CSS Margin Size to apply to the left of the section (input the number with 'px' or other CSS parameter appended)
Margin_Right__c	Margin Right	CSS Margin Size to apply to the right of the section (input the number with 'px' or other CSS parameter appended)
Margin_Top__c	Margin Top	CSS Margin Size to apply above the section (input the number with 'px' or other CSS parameter appended)
Playbook_Approval__c	Approval	Approval in which this section is pulled in for the Approval Email. If populated, will NOT appear in the proposal.
Playbook_Scenario__c	Scenario	Scenario that must be met in order for the section to appear. If no record is linked, the Scenario is assumed to be met.
Playbook__c	Playbook	Playbook in which this section is sourced
Quote_Redline__c	Quote Redline	Quote to which the View Section overrides the Base View Section
Record_Table_Column_Widths__c	Record Table Column Widths	Semicolon delimited list of column width percentage values (do not include the % character). If this value is null, the values do not sum to 100 or the number of values does not match the number of fields, all column widths will be equal.
Record_Table_Group_Field__c	Record Table Group Field	Field on Record Table Query that should be used to create separate tables for each unique value among the returned records
Record_Table_Group_Font_Color__c	Record Table Group Font Color	CSS Font Color for Record Table Groupings
Record_Table_Group_Font_Size__c	Record Table Group Font Size	CSS Font Size for Record Table Groupings
Record_Table_Query__c	Record Table Query	SOQL query for records in table. Every field included will be displayed. Accepted binded variables are :quoteRecordId, :opportunityRecordId, :accountRecordId, :adjustedContractRecordId, :currentUserId, :submitterId, and :approverId (e.g. WHERE QuoteId=:quoteRecordId). Piped text from Question Answers and Approval info is also supported. When using a bind variable or piped text that returns a string value, the values will automatically be wrapped in ''. Parent fields and Subqueries are NOT supported.
Record_Table_Summary_Fields__c	Record Table Summary Fields	Semicolon delimited list of field on Record Table Query that should be summarized across all records found. Must match up to order of Record Table Summary Types.
Record_Table_Summary_Label__c	Record Table Summary Label	Label to display in first column of the Summary row for the Record Table. Defaults to 'Totals' if no value provided.
Record_Table_Summary_Only__c	Record Table Summary Only	If true, the Record Table will not show any headers or record rows. Instead only the defined Summary row will be displayed.
Record_Table_Summary_Types__c	Record Table Summary Types	Semicolon delimited list of summary types for the corresponding summary fields. Valid options are SUM and AVG.
Section_Type__c	Section Type	Determines content type to display in section
Table_Entries_Background_Color__c	Table Entries Background Color	CSS Background Color for Table Entries
Table_Entries_Font_Color__c	Table Entries Font Color	CSS Font Color for Table Entries
Table_Entries_Font_Size__c	Table Entries Font Size	CSS Font Size for Table Entries (input the number with 'px' or other CSS parameter appended)
Table_Headers_Background_Color__c	Table Headers Background Color	CSS Background Color for Table Headers
Table_Headers_Font_Color__c	Table Headers Font Color	CSS Font Color for Table Headers
Table_Headers_Font_Size__c	Table Headers Font Size	CSS Font Size for Table Headers (input the number with 'px' or other CSS parameter appended)
View_Section_Override__c	View Section Override	View Section to which the View Section overrides for the Quote Redline
View_Source__c	View Source	Where section will be pulled into
Visualforce_Source__c	Visualforce Source	Name of Apex Class that implements the Cotiza.Proposal_Custom_VF_Interface Apex Class and will return the desired Visualforce Component using the ApexPages.Component generateProposalComponent(Id quoteId, Id proposalSectionId) method. Must adhere to namespace.className. Use 'c' for your own org's namespace.